Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 79 | 89,349 | VEA, SCHX, IWB, DFVX | 13F-HR | 11/14/2024 | 000201164924000005 |
Q2 2024 | 60 | 66,023 | SCHX, VEA, IWB, ITOT | 13F-HR | 8/12/2024 | 000201164924000003 |
Q1 2024 | 60 | 61,121 | SCHX, VEA, IWB, ITOT | 13F-HR | 5/15/2024 | 000201164924000002 |
Q4 2023 | 58 | 54,815 | VEA, SCHX, IWB, DIMENSIONAL ETF TRUST | 13F-HR | 2/13/2024 | 000201164924000001 |